Kaplan looks to grow services to advisers

Kaplan Professional and Massey University have continued to strengthen their presence in the financial services education market with a key appointment.

Tuesday, April 5th 2022, 6:00AM

The university and training provider formed a partnership in late 2020 with the release of the Certificate in Financial Advice (Certificate in Financial Services Level 5, Version 2). With the growth in enrolments among New Zealand’s financial advice community, it has appointed Colleen La Touche to the newly-created Head of Business Development role with Kaplan Professional.

La Touche has been in the financial services industry for over 20 years, progressing through financial adviser support roles before becoming a financial adviser specialising in life, health and disability insurance.

She formed her own business, Valour Financial Specialists, which she later sold in 2021.

Kaplan Professional chief executive Brian Knight said La Touche would play a crucial role in opening up a broad range of corporate opportunities in New Zealand.

“With Massey University’s reputation and standing and Kaplan Professional’s financial services expertise, both organisations realised early on that we needed the right person that aligned with our goals and values to play an important role in helping advisers, corporates and Financial Advice Providers (FAPs) meet the new professional standards regime.

“In addition to building relationships with key corporate and industry stakeholders, one of La Touche’s major focuses will be supporting the launch of our market-leading continuing professional development (CPD) platform Ontrack and its dedicated financial advice library that will enable advisers to meet their professional development plan with in-depth and high-quality CPD content delivered through state-of-the-art digital modules.

La Touche said she has always wanted to play a greater role in the evolution and professionalism of the industry.

“I have always believed in the power of education and how important it is – both the technical aspect and practical application – in being a great adviser.

“I am very passionate about the industry as a whole and know from personal experience the fundamental role an adviser plays in a client’s financial well-being when a curveball or life event arises.
“This opportunity with Kaplan Professional will enable me to give back, and help advisers, corporates and FAPs navigate the current changes and professional standards regime.

La Touche is based in Kaplan Professional’s Auckland office.

Tags: Kaplan